AWM
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AE Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

AE Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Hold
11
– – ﹤0.01% 2466
2025
Q4 		$2.08K Buy
+11
New +$2.04K ﹤0.01% 2330

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

AE Wealth Management's BBH Position: Q1 2026 in Review

AE Wealth Management held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 11 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

AE Wealth Management first reported a position in BBH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.08K in Q4 2025. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • AE Wealth Management held 11 shares of VanEck Biotech ETF worth $2.07K as of Q1 2026.
  • AE Wealth Management left its VanEck Biotech ETF share count unchanged in Q1 2026.
  • VanEck Biotech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2466 holding.
  • AE Wealth Management first reported a position in VanEck Biotech ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's VanEck Biotech ETF position peaked at $2.08K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.